With Stephens Private Client Group, you gain access to a
superior suite of investment accounts and money management
services. Our Managed Programs includes:
The Stephens Managed Assets Program account is designed for
investors who may prefer to use a nationally acclaimed,
professional money manager who concentrates on specific economic
sectors. With this account, you gain affordable access to some of
the most talented, experienced money managers in the country at
initial investment levels that are below the typical minimum
thresholds. You can even choose specialized managers to satisfy
your unique needs and interests.
Stephens offers our clients expert asset allocation and
portfolio review consultations. Your Stephens Financial Consultant
will start with a questionnaire designed to measure your risk
tolerance. Our investment experts then analyze the results and
recommend a model asset-allocation plan. Finally, we build a
personalized portfolio using a variety of mutual funds and exchange
traded funds (ETFs).
For more information on how Stephens managed programs can help
you plan and manage your investment strategies, please contact your
Stephens Financial
Consultant for a confidential consultation.